Managing Email Templates | CashDeck Help Centre

All email templates are found in the Client Emailing tab, on your left-side menu.

In there you will find the email templates associated with our bank statement retrieval service Credit Ready, alongside the email templates used in our personal finance fitness tracker app Wealth Desk.

Blue - templates used with Wealth Desk (smartphone app)

Green - templates used with Credit Ready (bank statement retrieval)

Red - indicates which template is selected as 'live' for your account, changes to your choice here are effective immediately.

Grey - click here to create a new version of your email.

Note, there are 3x reminder email templates included. These templates are only used if you have reminder emails enabled for your account. For information on how to turn reminder emails on or off please click here.

Creating New Email Templates

If you want to create a new email template, click on the New Version button. If this is your first time creating an email template a small note will pop up on the screen, click on the Yes, I can code button.

Then just give your template a new name, and click the green tick button or hit Enter.

Note, you can always delete a template you have created by clicking on the 3 dot menu, next to your template. So if you make a mistake and want to start again you can.

The section highlighted in green below is your HTML editor, the section highlighted in blue is your preview. The preview automatically updates with any changes you make.

Understanding the Code

There are only a few small parts to the code we use in our email templates. These few small parts are repeated over and over to create new paragraphs, spaces between paragraphs, and other cool things such as inserting buttons and making text bold.

Once understood you will be able to use this information to make your own email and SMS templates.

HTML Code	What it means
`<h1>Hi {{ first_name }}</h1>`	Headings <h1> start of paragraph, heading 1 font size and formatting. {{first_name}} pulls your clients' first name into the template. </h1> end of paragraph for our h1 heading format.
`{% if message != blank %}` `<div class="vertical-spacer-half" height="25"> </div>` `<p style="font-weight: bold;">{{ message }}</p>` `{% endif %}`	Optional Message When creating a request in CashDeck, you have the option to include a small message to your client. This is inserted into your email and SMS templates once you send your request. This message is limited to 255 characters and a single paragraph. Note, you can relocate this part to another section of your email if you like.
`<div class="vertical-spacer-half" height="25"> </div>`	Spacing (Enter a new row) Using the enter key to drop down to a new line in the HTML editor wont create a new line in your preview. To create a space for a new paragraph, you need to use a verticle spacer.
`<p>` `To advance your loan application, {{ partner.name }} needs you to provide your bank statements by clicking the link below.` `</p>`	Paragraphs and Company Name <p> start of a normal paragraph. Normal font size and formatting. {{partner.name}} this is your Company name as listed inside your Partner Details tab. </p> end of our normal font paragraph
`<p><b>Step 1:</b> Once you click on the link, you’ll be taken to our Statement Retrieval service. Here you’ll just enter your details and accept the terms and conditions.</p>`	Bold Font To make a word bold you will need to include the command to make a word bold. <b>any text entered between these symbols will show as bold</b>
`<a href='https://cashdeck-cdn.s3-ap-southeast-2.amazonaws.com/public/cr.end_user_security_5_key_points.pdf'><button>Security Information PDF</button></a>`	Button Linked to Website Want to include a clickable button that lands on your own website or a file your clients can download? The example to the left inserts a button into the email called Security Information PDF and it is linked to: https://cashdeck-cdn.s3-ap-southeast-2.amazonaws.com/public/cr.end_user_security_5_key_points.pdf If you replace the web address in the code to the left and update the button name with your own information, you will have your own custom button and link.